{
  "crd_number": 282573,
  "slug": "hoopoe-advisors-boston-ma-282573",
  "primary_business_name": "HOOPOE ADVISORS",
  "legal_name": "STRENGTHENING FAMILIES & COMMUNITIES, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-12",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-07-10",
  "carried_forward": false,
  "raum_total": 609980528.0,
  "raum_discretionary": 593661426.0,
  "raum_non_discretionary": 16319102.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 24115160.0,
      "count": 26
    },
    "individuals": {
      "raum": 47160730.0,
      "count": 349
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 7570969.0,
      "count": 15
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 531133669.0,
      "count": 236
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MA",
    "MN",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://hoopoeadvisors.com",
    "https://instagram.com/hoopoeadvisors",
    "https://linkedin.com/company/hoopoeadvisors",
    "https://tiktok.com/@hoopoeadvisors",
    "https://youtube.com/@HoopoeAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282573",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573",
  "display_name": "Hoopoe Advisors",
  "summary": "Hoopoe Advisors is an SEC-registered investment advisory firm in Boston, MA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.",
  "citation": "AdvisorCensus. Hoopoe Advisors (CRD 282573): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Hoopoe Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hoopoe Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Hoopoe Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $200 to $15,000 (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Hoopoe Advisors located?",
      "a": "Hoopoe Advisors' principal office is in Boston, MA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Hoopoe Advisors registered with the SEC or a state?",
      "a": "Hoopoe Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282573."
    },
    {
      "q": "How much does Hoopoe Advisors manage?",
      "a": "Hoopoe Advisors reports $609,980,528 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (97% discretionary)."
    },
    {
      "q": "How have Hoopoe Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hoopoe Advisors: Regulatory assets under management: $192,457,943 in the October 2021 data and $609,980,528 in the October 2026 data, up 217%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hoopoe Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (349); high net worth individuals (236); charitable organizations (26)."
    },
    {
      "q": "Which custodians does Hoopoe Advisors use?",
      "a": "Hoopoe Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hoopoe Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282573"
    },
    {
      "q": "Does Hoopoe Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"Generally, there is no minimum account opening requirement for an advisory account.\""
    },
    {
      "q": "What changed in Hoopoe Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $543,554,485 to $609,980,528 (+12%). Added an office in Brea, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 192457943.0,
      "total_employees": 8,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 232482615.0,
      "total_employees": 9,
      "filing_date": "2022-08-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 244017701.0,
      "total_employees": 12,
      "filing_date": "2023-06-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 402452437.0,
      "total_employees": 11,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 543554485.0,
      "total_employees": 11,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 609980528.0,
      "total_employees": 11,
      "filing_date": "2026-07-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $543,554,485 to $609,980,528 (+12%).",
        "Added an office in Brea, CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $200 to $15,000 (Financial planning)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Fees charged are established in a client’s written agreement; generally negotiated up to a maximum of 1.5% of assets under management, which includes third party platform fees , and are billed quarterly in advance, based on the account value  as of the last business day of the previous  quarter."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Generally, there is no minimum account opening requirement for an advisory account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $200 to $15,000 (Financial planning)"
        ],
        "quotes": [
          "Financial planning fees are payable by check to Hoopoe Advisors , Inc. Fixed fees range from $200 to $15,000 depending on the particular complexities involved."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 200.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "Financial planning"
        }
      ]
    },
    "quotes": [
      "Fees charged are established in a client’s written agreement; generally negotiated up to a maximum of 1.5% of assets under management, which includes third party platform fees , and are billed quarterly in advance, based on the account value  as of the last business day of the previous  quarter.",
      "Generally, there is no minimum account opening requirement for an advisory account.",
      "Financial planning fees are payable by check to Hoopoe Advisors , Inc. Fixed fees range from $200 to $15,000 depending on the particular complexities involved."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hoopoe-advisors-boston-ma-282573.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 349,
      "fewer_than_5": false,
      "raum": 47160730.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 236,
      "fewer_than_5": false,
      "raum": 531133669.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 7570969.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 26,
      "fewer_than_5": false,
      "raum": 24115160.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282573",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}